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H&R Block

5435 K Clayton Rd
Clayton, CA 94517 925-672-1020

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I worked with Mr. Arun Amin on my mother's estate taxes as well as my... - Feb 05, 2020

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Clayton Tax Consultants

6200 Center St
Clayton, CA 94517 925-672-3330

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Willis Financial Services

PO Box 570
Clayton, CA 94517 925-705-7413

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Have been working with Steve Willis for many years. He’s very accurate,... - Feb 17, 2024

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Carol Cooney Tax Prep

1585 Lower Trail
Clayton, CA 94517 925-672-9454

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.